Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47864.62 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46469.67 Kr¶
PnL: ---------------------------------------> -418.9 Kr¶
DD now: ---------------------------------> -1.574 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 13:12:38.458781'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.980000 | 3239.600000 | 268.600000 | 9.040000 | 2971.000006 |
| HEBA B | 70 | 2.410000 | 2821.000000 | 185.000000 | 7.020000 | 2636.000010 |
| Corem Property Group B | 59 | 0.870000 | 618.910000 | 41.910000 | 7.260000 | 576.999999 |
| AcadeMedia | 12 | 0.730000 | 597.600000 | 40.600000 | 7.290000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.020000 | 392.100000 | 37.100000 | 10.450000 | 355.000000 |
| MedCap | 2 | 2.920000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| Boozt | 12 | 0.140000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| HMS Networks | 2 | 2.750000 | 703.600000 | 30.600000 | 4.550000 | 673.000000 |
| Resurs Holding | 22 | -0.440000 | 598.400000 | 24.400000 | 4.250000 | 573.999998 |
| FM Mattsson Mora Group B | 50 | -0.840000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| OEM International B | 7 | 0.900000 | 550.900000 | 22.900000 | 4.340000 | 527.999997 |
| Intrum | 4 | 1.900000 | 546.200000 | 19.200000 | 3.640000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| SAAB B | 8 | -1.420000 | 3391.200000 | 14.200000 | 0.420000 | 3377.000000 |
| Norva24 Group | 16 | -0.570000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Coor Service Management Hold. | 8 | 1.870000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| CTEK | 13 | 1.840000 | 539.760000 | 5.760000 | 1.080000 | 533.999999 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Swedbank A | 3 | -0.260000 | 565.800000 | 1.800000 | 0.320000 | 564.000000 |
| Securitas B | 6 | 1.360000 | 571.680000 | 1.680000 | 0.290000 | 570.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.890000 | 245.520000 | -0.480000 | -0.200000 | 246.000000 |
| Handelsbanken A | 5 | 0.000000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Midsona B | 63 | 3.370000 | 578.970000 | -4.030000 | -0.690000 | 582.999984 |
| Essity B | 2 | -2.150000 | 565.000000 | -9.000000 | -1.570000 | 574.000000 |
| Nordea Bank Abp | 29 | -0.180000 | 3442.300000 | -11.700000 | -0.340000 | 3453.999992 |
| Essity A | 4 | -1.740000 | 1130.000000 | -19.000000 | -1.650000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.550000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| International Petroleum Corp. | 5 | 3.190000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Vivesto | 1368 | -2.850000 | 540.630000 | -72.370000 | -11.810000 | 612.999432 |
| Axfood | 13 | 0.250000 | 3669.900000 | -86.100000 | -2.290000 | 3756.000001 |
| OX2 | 18 | -0.680000 | 1439.100000 | -224.900000 | -13.520000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 0.720000 | 2901.600000 | -460.400000 | -13.690000 | 3361.999992 |
| TOTAL | 46469.670000 | -418.900000 | -1.57366% | 46888.564618 |
Updated:¶
'2023-01-23 13:12:50.993764'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
